Apex Wealth Management’s Gen Digital GEN Stock Holding History

Apex Wealth Management’s Portfolio GEN Stock Details GEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7,538	Closed	-$214K	–	51
2025 Q3	$214K	Buy	7,538 +32	+0.4%	+$957	0.15%	59
2025 Q2	$221K	Buy	+7,506	New	+$205K	0.18%	53
2025 Q1	–	Sell	-7,439	Closed	-$204K	–	50
2024 Q4	$204K	Buy	+7,439	New	+$214K	0.18%	50

Other funds holding GEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Apex Wealth Management's GEN Position: Q4 2025 in Review

Apex Wealth Management sold out of Gen Digital (GEN) in Q4 2025, closing a stake of 7,538 shares — an estimated $214K sold.

Apex Wealth Management first reported a position in GEN in Q4 2024 and held it in 3 quarters. The position peaked at $221K in Q2 2025. 686 funds tracked by Wall St. Rank hold GEN as of Q4 2025.

Apex Wealth Management reported no remaining Gen Digital position as of Q4 2025 after selling out during the quarter.
Apex Wealth Management sold 7,538 Gen Digital shares in Q4 2025, an estimated $214K.
Apex Wealth Management first reported a position in Gen Digital in Q4 2024 and held it in 3 quarters.
Apex Wealth Management's Gen Digital position peaked at $221K in Q2 2025.
686 funds tracked by Wall St. Rank held Gen Digital as of Q4 2025.

Based on Apex Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.